Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an invoice clerk.

An Invoice Clerk is responsible for issuing invoices, credit memos, updating customer records and issuing monthly customer statements in the accounting department of any organization.

The responsibilities for this position are updating customer records and issuing monthly customer statements, interacting with vendors and clients to ensure accuracy, comparing invoices against purchase orders, receiving documents to verify receipts of the items ordered, recording data for follow up, contacting vendors regarding errors in bills, maintains all files of suitable ordered and received them on delivery, returning all returnable goods to the sellers, figuring out and confirming prices and discounts offered and cross checks to see they are accurate on the invoices.

Employee Performance Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:


  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments


Be flexible and exhibit creativity in solving the problems of customers.

Not to put pressure or undue influence when closing a deal with a client.

[employee comments goal]

Weigh my words first before I speak them out to avoid saying unwanted things.

Listen well enough to be able to give constructive feedback to other people.

[employee comments goal]

Conduct proper research before I undertake any form of writing to use acceptable facts and information.

Check my writing before presenting it to remove the various writing errors such as improper grammar.

[employee comments goal]

Ask appropriate questions and to seek for clarifications on issues not well understood.

Manage my emotions well especially when handling an irate or upset caller.

[employee comments goal]

Always aim to develop and maintain strong and positive relationships with other people.

Learn to be empathetic towards other people to understand what they are going through.

[employee comments goal]

Accept the fact that there will always be difficult people, who seem to enjoy hurting others, and learn to deal with them

Distract oneself by doing other activities or meeting new friends in order to stop thinking about what the difficult person said or did

[employee comments goal]

Remain composed even when faced with ambiguity or any form of emergency

Work on accepting all types of change positively and handling changing workloads in response to changing circumstances

[employee comments goal]

Address inquiries as quickly as possible and give explanations in case of delays

Avoid using pressure to close a deal or to influence the decision of a customer

[employee comments goal]

Put extra effort in creating effective and reliable project schedules

Spend more time engaging in activities and thoughts that yield most results

[employee comments goal]

Become more responsible and develop a positive attitude towards work

Show willingness to learn more literacy and numeracy skills when working with data

[employee comments goal]


Sections 1-2: To be completed by the supervisor

Section 3: To be completed by the employee

1. Goals completed since last performance feedback

2. Goals for next period

3. Employee comments


I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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